How Do I Add Text Notifications to a Meeting?
Check-in with your clients about your meetings to remind them about an upcoming meeting using ACE Meeting's automated text/SMS notifications. This takes the stress off of you but still ensures that the conversation is constant.
Requiring a Phone Number for Your Meeting
In order to text a client, you first need their phone number. So, the first setting you must create is in the Questions section of your meeting, by following these steps:
- Click "Add new question" in case you do not have it already;
- Type in your question;
- From the drop-down menu, select Phone Number.
- If you want, tick mandatory to force participants to leave their number.
Keep in mind that, if a meeting does not have a phone number, or has a wrong one, the text will not be sent.
Enabling Texts for Your Meeting
If you do not want to tweak these texts in any way, all you have to do is open the meeting type and click save. ACE Meetings has default messages set for all our notifications, so you don't have to change anything.
How Do I Personalize Texts?
If you want to check a message or customize it to your needs, the first thing you have to do is click on the green, Personalize Text next to this notification type.
1. Setting Your Text Body
Once you opened the menu that allows you to personalize your message, you will be able to change your text body and include our variables in it. Just type in the text and click "Add Variable" when you might need one.
2. Schedule Your Text
When setting up your text reminders, you will also be able to choose when to send this text. This can be 5 minutes, 30 minutes, or 24 hours before a meeting.
3. Save Your Text
To save a, just click on the Save button at the bottom right corner, or the Cancel button at the bottom left corner.
Once you did that, make sure to save your meeting and all your changes will be kept!